To The Moon

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This week, the Hong Kong stock market saw a slight pullback, with the $HSI(HSI)$ down by 1.11% on the week.Xiaomi’s $3.3 Billion Stock PlacementThe big news that rattled investors came on Tuesday before market open, when $XIAOMI-W(01810)$ announced an equity placement of 800 million shares at HK$53.25 each, raising HK$42.5 billion. This is a 6.6% discount to the closing price the day before. The funds will be used for business expansion and R&D.The announcement caused Xiaomi’s stock to plummet by 6.3% on Tuesday, with trading volume hitting a record high of HK$71.8 billion.After $BYD COMPANY(01211)$ recently completed a massive equity placement raising HK$43

Thanks for sharing I will take note

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Hong Kong stocks may face further pressure post-earnings as “sell the fact” sentiment takes hold. Even with earnings beats, weak guidance and macro uncertainties could weigh on investor confidence. China’s sluggish economic recovery and regulatory risks add to the headwinds. Capital outflows and low trading volumes may further drag on momentum. Unless earnings surprises are paired with strong forward guidance, HK stocks could struggle to sustain gains in the near term.

Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. With the continued complications on TSLA because of Elon Musk's involvement in Trump, the backlash of DOGE propositions of huge cuts in the various government sectors, China EV companies seem to be capitalizing on this turmoil and ramping up their offers on new and more efficient technology. An in depth analysis will be provided in the following paragraphs.  Key Strengths of Chinese EV Companies 1. Technological Innovation - BYD: Claims about faster charging could disrupt markets if validated. Verify specs (e.g., charging speed, energy density) against Tesla’s Supercharger V4 and global rivals. BYD’s Blad

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The Hang Seng Technology Index fell by more than 3% for two consecutive trading days on Thursday and Friday, with a cumulative decline of 4.1% last week, while the Hang Seng Index, Hang Seng State-owned Enterprises and MSCI China Index fell by 1.1%, 1.5% and 1.7% respectively, all for two consecutive trading days. Showing a downward trend

If China Assets can pull back, i think this is a great opportunity. Would like to buy $LION OCBC HSTECH ETF S$(HST.SI)$ in dip. @Tiger_SG  

🌟🌟🌟Using options strategy in the volatile Hong Kong market is a great way to ride the volatility.  Options Strategies such as buying Put Options, expecting to profit when the market pulls back.  Another option strategy is the Straddle or Wide Straddle Strategy.  This strategy is useful when the markets direction is uncertain.

🌟🌟🌟One of the best ways to invest in Hong Kong stocks is the $TRACKER FUND(02800)$ which represents the best and strongest Chinese companies such as $BABA-W(09988)$ $TENCENT(00700)$ $MEITUAN-W(03690)$ and $XIAOMI-W(01810)$.  The Tracker Fund is low cost and offers a wide diversification into the Hong Kong Stock market. It is less risky that investing in individual Hong Kong stocks.  I believe that the Tracker Fund is undervalued and can only go up exponentially in the future. @Tiger_comments

March 24, 2025, By Shernice Imagine a world where the silicon powering your cloud server or your next chatbot isn’t stamped with an NVIDIA logo but instead carries the mark of Alibaba, forged in the open-source fires of RISC-V. It’s not science fiction—it’s happening now, and the implications are rippling far beyond China’s borders. Alibaba’s T-Head Semiconductor dropped a bombshell this month with the XuanTie C930, a server-grade RISC-V chip that’s already shipping to clients. Paired with Ant Group’s slick 20% cost cut on AI training using homegrown chips, this isn’t just a tech story—it’s a geopolitical chess move. But can it really dent NVIDIA’s iron grip on the AI hardware throne? Let’s dive in. The Chip That Could Picture this: $Alibaba(BABA)$&nb

In the past week, the Hong Kong stock market has experienced dramatic waves. At the beginning of the week,$Hang Seng Index (HSI) $It once approached the 25,000-point mark under the optimistic scenario, and then the market sentiment reversed and the index went sharply pullback/retracement. The Hang Seng Technology Index fell by more than 3% for two consecutive trading days on Thursday and Friday, with a cumulative decline of 4.1% last week, while the Hang Seng Index, Hang Seng State-owned Enterprises and MSCI China Index fell by 1.1%, 1.5% and 1.7% respectively, all for two consecutive trading days. Showing a downward trend. In terms of industries, electronics services (-10.4%) and real estate (-7.5%) led the decline, while utilities (+2.1%) and energy

The recent pullback in China assets raises concerns that the Hong Kong market may have peaked after a strong rebound. Slowing economic data, regulatory uncertainties, and geopolitical tensions could pressure further gains. However, attractive valuations and potential policy support from Beijing may limit downside risks. If capital inflows stabilize and earnings growth remains intact, the market could consolidate before resuming its uptrend. Monitoring policy signals and global market sentiment will be key to gauging the next move.

$KraneShares CSI China Internet ETF(KWEB)$   PCT: HK Index Has Reached Almost Top Unless v1.0 : PCT = Pandas Coffee Talk. PLA Xi harvest tree trunks from trees (confiscate companies assets). Don't harvest fruits produces (by taxes rates). So it is a matter of time HK index top & start to go down. Disclaimer: I do not hold any China stocks. Just doing research in this post. Just in case I want to buy into any. #pandaszen #pandas #zen #hacks #ideas #analysis

I think this is the start of a multi year rally and HK market is taking a breather.

This is a simple question answered by an analogy.  We have one nation like a supertanker ship with a madman at the helm and a first mate hell bent on ramming anything in its way. This is versus a cruiseship with a captain who knows what he wants and a crew disciplined to deliver on that goal. The HK market is crusing along with great stability whilst the supertanker burns. I'm sure this will amuse some and I hope makes a good point about the global market.

$NIO Inc.(NIO)$   What can bring the share price back to $5? Now so close to $4.50. Buyers should retreat until the sellers are done.  Now I wonder how to sell my 300 shares bought @4.75. Think I leave it in the closet for 3 months if can't sell @$5.50. $7 is out of reach and becomes just a fantasy.  🍌 🍌 🍌

This week, the Hong Kong stock market saw a slight pullback, with the $HSI(HSI)$ down by 1.11% on the week.Xiaomi’s $3.3 Billion Stock PlacementThe big news that rattled investors came on Tuesday before market open, when $XIAOMI-W(01810)$ announced an equity placement of 800 million shares at HK$53.25 each, raising HK$42.5 billion. This is a 6.6% discount to the closing price the day before. The funds will be used for business expansion and R&D.The announcement caused Xiaomi’s stock to plummet by 6.3% on Tuesday, with trading volume hitting a record high of HK$71.8 billion.After $BYD COMPANY(01211)$ recently completed a massive equity placement raising HK$43

March 24, 2025, By Shernice Imagine a world where the silicon powering your cloud server or your next chatbot isn’t stamped with an NVIDIA logo but instead carries the mark of Alibaba, forged in the open-source fires of RISC-V. It’s not science fiction—it’s happening now, and the implications are rippling far beyond China’s borders. Alibaba’s T-Head Semiconductor dropped a bombshell this month with the XuanTie C930, a server-grade RISC-V chip that’s already shipping to clients. Paired with Ant Group’s slick 20% cost cut on AI training using homegrown chips, this isn’t just a tech story—it’s a geopolitical chess move. But can it really dent NVIDIA’s iron grip on the AI hardware throne? Let’s dive in. The Chip That Could Picture this: $Alibaba(BABA)$&nb

Disclaimer: Whatever I say or post doesn't act as financial advice, so please do your due diligence before making any decision. With the continued complications on TSLA because of Elon Musk's involvement in Trump, the backlash of DOGE propositions of huge cuts in the various government sectors, China EV companies seem to be capitalizing on this turmoil and ramping up their offers on new and more efficient technology. An in depth analysis will be provided in the following paragraphs.  Key Strengths of Chinese EV Companies 1. Technological Innovation - BYD: Claims about faster charging could disrupt markets if validated. Verify specs (e.g., charging speed, energy density) against Tesla’s Supercharger V4 and global rivals. BYD’s Blad

In the past week, the Hong Kong stock market has experienced dramatic waves. At the beginning of the week,$Hang Seng Index (HSI) $It once approached the 25,000-point mark under the optimistic scenario, and then the market sentiment reversed and the index went sharply pullback/retracement. The Hang Seng Technology Index fell by more than 3% for two consecutive trading days on Thursday and Friday, with a cumulative decline of 4.1% last week, while the Hang Seng Index, Hang Seng State-owned Enterprises and MSCI China Index fell by 1.1%, 1.5% and 1.7% respectively, all for two consecutive trading days. Showing a downward trend. In terms of industries, electronics services (-10.4%) and real estate (-7.5%) led the decline, while utilities (+2.1%) and energy

After the Hong Kong stock market closed on March 19th, $TENCENT(00700)$ announced its Q4 '24 and full-year financial results. $Tencent Holding Ltd.(TCEHY)$ Looking over the first three quarters of 24 earnings, Tencent complete show the recovery rebound cycle in the new atmosphere of the big technology companies, on the one hand, the revenue side of the open source to further accelerate, at the same time the cost side of the cost side is not restrained, restarted to invest in the cycle, in particular, Q3 mentioned to increase the investment in capital expenditures (AI direction), and on the other hand, the profit side of the run, not only after the first few years of cost-cutting and efficiency gainsrate

The $HSI(HSI)$ has recently consolidated around the 24,000 mark. Today, we will conduct a basic technical analysis of the HSI using a weekly chart combined with indicators such as the Moving Average (MA), Bollinger Bands, trading volume, and the Relative Strength Index (RSI) to assess market sentiment.Data as of March 20 2025Summary:Market Sentiment: The current market sentiment appears to be relatively optimistic, as the index has broken through the 24,000 mark accompanied by an increase in trading volume.Potential Risks: The RSI is approaching the overbought area, and the price is near the upper band of the Bollinger Bands, which may indicate a potential risk of a short-term pullback.Strategy Recommendations: Considering the upward momentum of th

The consumer market in January-February was characterized by "policy-driven high growth, upgrading and differentiation".The old-for-new policy has given an obvious boost to communications, home appliances and other categories, while service consumption and rural consumption have become new growth points.OverallChina's total retail sales of consumer goods in January-February amounted to RMB 8,373.1 billion, up 4.0% year-on-year (YoY), accelerating by 0.5 percentage points from the annual growth rate in 2023 (3.5%), indicating a sustained recovery in the consumer market.Among them, retail sales of consumer goods excluding automobiles amounted to RMB 7,683.8 billion, with an even higher growth rate of 4.8%, suggesting that automobile consumption was a drag on the overall growth rate. 0.35% ye

Recently, $HSI(HSI)$ and European stock markets have performed strongly, with major indices generally rising. $Global X Dax Germany ETF(DAX)$ has risen nearly 17% so far this year, French CAC 40 index is up 11.5%, and the UK FTSE 100 index has increased by nearly 9%, while the S&P 500 was down 2%. $NASDAQ(.IXIC)$ entered the correction zone yesterday.This positive performance is mainly due to increased government spending, especially in the defense sector. Despite potential impacts on the European economy from US tariffs on the EU, the European market has unexpectedly strengthened.US stock valuations are too high. While US stocks have seen recent declines, the

Recently, $S&P 500(.SPX)$ pulled back, while $HSI(HSI)$ has risen over 20%+. The gains in Hong Kong's newly listed stocks have been astonishing, with $LAOPU GOLD(06181)$ rising by 1600%. However, the market is now starting to worry that this independent trend in the Hong Kong market may come to an end. The AI boom sparked by DeepSeek has continued for more than a month.Can the Hong Kong stock market really maintain its independent trend during a pullback in U.S. stocks?There have been only six instances since 2012 when the Hong Kong market showed an independent trend: Hong Kong stocks rose while U.S. stocks fell, and the excess return exceeded 10%. The first

$ASML Holding NV(ASML)$ $SPDR S&P 500 ETF Trust(SPY)$ Trump’s Boldest Trade War Yet Donald Trump has launched one of the most aggressive trade wars in U.S. history, imposing tariffs on Canada, Mexico, the entire European Union, and, most notably, China. This bold move has sent stock markets into turmoil as investors scramble to understand the broader implications of Trump’s escalating trade conflict. America’s Growing Isolation However, something unprecedented is happening—America is rapidly isolating itself on the international stage, severing ties even with its closest allies. Meanwhile, China is seizing the opportunity to consolidate power. Recent polls from YouGov indicate that U.S. favorability ha

This week, Hong Kong stocks experienced significant volatility, with the $HSI(HSI)$ falling 1.12%, dropping below the key 24,000-point mark.US Market Drops Drag Down Hong Kong StocksThe US stock market took a sharp dive this week, with the $NASDAQ(.IXIC)$ down 4.9%. The cause? Trump’s aggressive stance on tariffs, raising fears that the US economy could slide into recession. In response to the market plunge, Trump softened his tone, admitting some economic turbulence ahead but reaffirming his goal to bring wealth back to Americans, which will take time.Later, the US reported a 2.8% year-on-year CPI for February, marking a new low since last November. The number was slightly below expectations, which cause

China's State Council has announced a "special action plan" to boost domestic consumption, aiming to increase residents' income and introduce childcare subsidies. This initiative is expected to enhance consumer spending, benefiting companies like $MEITUAN-W(03690)$ , a leading food delivery and local services platform. By increasing disposable income, more consumers may utilize Meituan's services, potentially driving revenue growth. Technical Analysis of Meituan (HKEX: 3690) Uptrend Within an Equidistant Channel Trend Continuation: Meituan's stock has been trading within an equidistant channel, indicating a consistent uptrend. Support Levels: The lower boundary of the channel, around 163.5 HKD, has acted as strong support, reinforced by upward-sl

The Hang Seng Index (HSI) has been making a strong comeback, fueled by policy support, improving sentiment, and a rebound in Chinese equities. With markets in the West facing economic uncertainties, some investors are asking: Can HSI rally toward the key 30,000-point level? Bullish Case: The East is Rising China’s Policy Boost The Chinese government has stepped up support for the economy, from interest rate cuts to market-friendly reforms. Additional stimulus measures could further boost investor confidence. Valuation Rebound HSI stocks are trading at historically low valuations, making them attractive to long-term investors. Foreign funds are beginning to flow back into Chinese markets, reversing last year’s outflows. Sector Strength Technology and financial stocks are leading the rally,

The Hong Kong stock market has been on a strong run, but as it nears a potential peak, investors face a critical decision—should they take profits now or hold on for further gains? I don’t personally own Hong Kong stocks, but if I did and had made significant gains, I would consider taking some profits to lock in returns. The classic rule of trading—"buy low, sell high"—reminds us that markets don’t rise forever, and taking profits when prices are elevated can be a smart risk-management strategy. Reasons to Consider Taking Profits 1. Market Cycles: What Goes Up Must Come Down Stock markets move in cycles, and after a strong rally, a correction is always a possibility. No one can predict the exact peak, but history shows that markets tend to pull back after excessive gains. Selling at or ne

Weekly Performance Checkpoint 【SRT】 SRT’s gains last week was led by industrial, retail and hotel by subsectors, as well as MLT, CICT and FLT by individual REITs. CICT gained amidst news that Singapore retail sales excluding vehicles gained 4.8% y/y in January, the highest growth since February 2024. This could lead to higher turnover rents and might lift 1Q revenue for mall landlords including CICT. $CSOP S-REITs INDEX ETF(SRT.SI)$ 2025 YTD Total Return: -2.42% 【MMF】 Last week, short-term US Treasury yields fell sharply while long-term rates held steady, though tariff news and frequent economic data kept long-end volatility elevated. This drove significant steepening in both Treasury and TIPS curves. Nevertheless, we expect CSOPUMM to continue

Technical Analysis on $KUAISHOU-W(01024)$ Breakout from a Long-Term Range Kuaishou traded within a well-defined range for approximately one year, fluctuating between 38.40 HKD (support) and 62.25 HKD (resistance). This prolonged sideways movement indicated indecision, with buyers and sellers keeping price contained within this zone. Significance of the Weekly Close Above Resistance A weekly close above 62.25 HKD, the highest level of the range, signals potential strength. Weekly breakouts hold more weight than daily closes, as they suggest sustained buying pressure rather than short-term spikes. If buyers maintain control, this breakout could lead to further upside movement. Projected Target Based on Range Height The height of the previous range

PCT: LKY Say Before: Nothing Can Stop China v1.0 : PCT = Pandas Coffee Talk. LKY predicted China will be a superpower. Heaven Tao 1998 Prophecy: east will rises. West will falls. === China's Emergence as a Global Superpower: Key Considerations As of March 2025, China's trajectory toward superpower status is marked by significant economic resilience, technological innovation, and strategic policy moves. Below is a structured analysis based on recent data: 1. Economic Growth and Market Performance GDP Ambitions: China maintains a 5% GDP growth target for 2025, reflecting confidence despite trade tensions and domestic challenges (e.g., deflationary pressures). The IMF projects 4.6% growth, slightly upgraded from earlier forecasts. Stock Market Surge: Hang Seng Tech Index: Up ~10% in a week (M

Investing in financial markets requires careful consideration of various factors, including market conditions, economic indicators, and your own risk tolerance and investment goals. Here’s a breakdown of the current situation and some considerations for each market: 1) European Stocks (CAC 40, FTSE 100) The French CAC 40 is up 11.5%, and the UK FTSE 100 has gained nearly 9%. This strong performance suggests optimism in European markets, possibly driven by economic recovery, corporate earnings, or supportive monetary policies. Considerations: - Valuation: European stocks may still have room to grow if economic conditions remain favorable. - Risks: Geopolitical risks and potential overvaluation could pose challenges. - Strategy: I believe in the continued recovery of the European economy, an

Technical Analysis of BYD Company Limited $BYD COMPANY(01211)$ (HKEX: 1211) 1. Breakout from a 4-Year Range BYD traded within a defined range for four years, between ~165 HKD support and ~332 HKD resistance (marked in pink). The recent price action shows a strong breakout above this long-term range, signaling a potential shift in market structure. 2. Retracement to Previous Resistance (Now Support) After breaking above 332 HKD, the price saw a sharp rally but has since pulled back. This pullback is testing the previous resistance as support, a classic retest scenario where traders assess whether the breakout is sustainable. Hit the follow button to stay updated! I post valuable trading and investing insights every week—don’t miss out on being the

Hong Kong stocks may face further pressure post-earnings as “sell the fact” sentiment takes hold. Even with earnings beats, weak guidance and macro uncertainties could weigh on investor confidence. China’s sluggish economic recovery and regulatory risks add to the headwinds. Capital outflows and low trading volumes may further drag on momentum. Unless earnings surprises are paired with strong forward guidance, HK stocks could struggle to sustain gains in the near term.